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Microsoft

5,210 hedge funds and large institutions have $2.36T invested in Microsoft in 2024 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 2,374 increasing their positions, 2,232 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,210
Holders Change
+24
Holders Change %
+0.46%
% of All Funds
75.77%
Holding in Top 10
2,996
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+2.01%
% of All Funds
43.57%
New
199
Increased
2,374
Reduced
2,232
Closed
104
Calls
$47.9B
Puts
$45.8B
Net Calls
+$2.13B
Net Calls Change
+$5.33B
Name Holding Trade Value Shares
Change
Shares
Change %
FWA
2751
FSM Wealth Advisors
Ohio
$8.26M +$105K +236 +1%
AIM
2752
Acropolis Investment Management
Missouri
$8.25M +$289K +646 +4%
AA
2753
Apriem Advisors
California
$8.23M +$156K +348 +2%
AIM
2754
AHL Investment Management
Florida
$8.22M -$174K -389 -2%
RP
2755
Raelipskie Partnership
Ontario, Canada
$8.22M -$340K -760 -4%
BCG
2756
Breakwater Capital Group
New Jersey
$8.22M +$296K +663 +4%
DWG
2757
Darden Wealth Group
Michigan
$8.22M +$411K +920 +5%
SIC
2758
SFE Investment Counsel
California
$8.21M +$409K +914 +5%
RPGK
2759
Retirement Planning Group (Kansas)
Kansas
$8.19M +$1.11M +2,475 +16%
TAM
2760
Thematics Asset Management
France
$8.17M -$383K -857 -4%
SAI
2761
Savvy Advisors Inc
New York
$8.16M +$3.47M +7,765 +74%
IFAM
2762
Institutional & Family Asset Management
Colorado
$8.16M -$47.8K -107 -0.6%
BWG
2763
Beta Wealth Group
California
$8.16M +$79.1K +177 +1%
BCM
2764
Brown Capital Management
Maryland
$8.15M -$1.23M -2,749 -13%
LWM
2765
Liberty Wealth Management
California
$8.14M +$6.96M +105,538 +595%
EA
2766
Emerald Advisers
Pennsylvania
$8.13M -$124K -278 -2%
JWM
2767
Janiczek Wealth Management
Colorado
$8.12M -$460K -1,030 -5%
CNFG
2768
Creegan & Nassoura Financial Group
New Hampshire
$8.1M -$22.3K -50 -0.3%
STB
2769
S&T Bank
Pennsylvania
$8.1M -$1.84M -4,120 -19%
HCM
2770
Helios Capital Management
Singapore
$8.1M
FBFS
2771
First Business Financial Services
Wisconsin
$8.09M +$264K +590 +3%
AAP
2772
Arax Advisory Partners
Colorado
$8.09M +$2.66M +5,941 +49%
IP
2773
Intellectus Partners
California
$8.08M -$955K -2,136 -11%
BMC
2774
Beaton Management Company
Massachusetts
$8.07M +$1.79K +4 +0%
WIC
2775
WealthBridge Investment Counsel
Alberta, Canada
$8.07M +$378K +845 +5%